HDVFX Mutual Fund

HDVFX Mutual Fund

NAV$16.70
See how much of HDVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.72%
3 Months
-1.12%
6 Months
+12.75%
YTD
+10.96%
1 Year
+16.84%
3 Years (annualized)
+19.80%
5 Years (annualized)
+9.22%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+9.29%
vs Peers
+1.67%

HDVFX Mutual Fund Performance

HDVFX performance across multiple time periods: 1-month -2.72%, YTD 10.96%, 1-year 16.84%, 3-year 19.80%, 5-year 9.22%, 10-year 9.16%.

HDVFX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

HDVFX vs another fund shows side-by-side returns. HDVFX alternatives are available in the Mutual Fund Screener.